See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,558 | $89,753+33.2% | $107,525+11.2% | $84,808+41.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 22.60% | 29.48%-6.9pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $7,999 | $3,113+156.9% | $3,754+113.1% | $2,631+204.0% |
| Participant deferral / active EE | $5,051 | $4,056+24.5% | $5,116-1.3% | $4,212+19.9% |
| Admin fee / account holder | $21,081 | $7,222+191.9% | $8,919+136.4% | $7,344+187.1% |